See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,981 | $167,307-15.7% | $143,757-1.9% | $134,475+4.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.93% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $11,476 | $5,619+104.2% | $4,951+131.8% | $4,740+142.1% |
| Participant deferral / active EE | $8,454 | $6,446+31.2% | $5,637+50.0% | $6,400+32.1% |
| Admin fee / account holder | $2,234 | $18,088-87.7% | $14,673-84.8% | $11,426-80.5% |